07/18/2025
NewEdge Wealth Welcomes Patrick McGlothin as Part of Southeast Expansion
Veteran wealth manager brings two decades of Morgan Stanley experience to Knoxville, Tennessee market
People Moves
07/18/2025
Wealth Consulting Group launches advisory board with former Envestnet, Emigrant execs
Joining the newly created advisory board are Stuart DePina and Jason Ehrlich.
07/18/2025
Hightower Names Scott Hadley as New Chief Advisory Officer
The Wealth Management Firm Also Announced a New Chief Strategy Officer and Chief Marketing Officer
07/18/2025
Canaccord Wealth ESG head Patrick Thomas exits
Thomas departs the firm he started his career with 15 years ago.
07/18/2025
Motley Fool Wealth Management Appoints Director of Financial Planning
Rosh’s appointment comes as Fool Wealth continues to expand its leadership
07/17/2025
TD Bank Promotes Johnson To Retail Market President Of Mid-South Metro
Johnson joined TD in 2003
07/17/2025
Archway Appoints New President of Fund Administration to Support Growth and Client Innovation
Archway has seen significant demand for its fund administration services
07/17/2025
Ocorian continues to build US momentum with new appointment
She brings more than 20 years’ experience in senior business development roles
07/17/2025
SC Ventures Appoints Lisa Pollina as Vice Chairman, Americas
Pollina to support SC Ventures and CIB in expanding strategic partnerships and client relationships across the region.
07/17/2025
JPMorgan appoints new leaders at its North America corporate banking unit, memo says
Lister previously led the natural resources group, while Spry served as one of the co-heads of the diversified industries group within the bank’s global corporate banking business.
07/17/2025
Achintya Mangla finally hired his colleague from JPMorgan for a big job at Citi
Aloke Gupte is leaving JPMorgan and joining Citi.
07/17/2025
Osaic Moves Advice, Wealth EVP Greg Cornick to Oversee Wealth Solutions
Greg Cornick, previously head of advisor recruiting and retention, will now help head the firm’s investment solutions amid recent senior-level departures and shifts to Osaic’s leadership structure.
07/16/2025
Blackstone poaches JPM private bank's multi-asset head
Monica Issar, a 30-year veteran at JPM, has joined Blackstone as head of total portfolio management in the firm's multi-asset business.
07/16/2025
Justin Blower exits Schroders PW for new life in North Carolina
The planning director said he's taken the 'bold' move to relocate to North Carolina and look for jobs in US wealth after two years with SPW.
07/16/2025
SEIA Hires Financial Planning Lead from Fidelity
Brad Repinsky will help build up the $30 billion SEIA’s estate, tax and financial planning focus area for private clients, much like he did for Fidelity.
07/16/2025
Whittier Trust Welcomes Kiley Barnhorst MacDonald as Senior Vice President, Client Advisor
Whittier Trust further strengthens its rapidly growing San Diego team with veteran trust and estates advisor, Kiley Barnhorst MacDonald.
07/15/2025
Appoints Jon Hudson as Managing Director and Co-Head Of Healthcare Services Investment Banking
Veteran Dealmaker Brings More Than 25 Years of Healthcare Industry Experience
07/15/2025
Piper Sandler Expands Technology Investment Banking Team with the Addition of Anson Tsai
He will be based in the Burlingame office.
07/15/2025
UBS Hires Jack Heiss as Market Director in the Tampa, Florida Region
He will begin his role at the conclusion of his notice period.
07/15/2025
Envestnet, Inc. Appoints Sue Quackenbush as Chief People Officer
Previously, in CHRO roles at Vonage and Presidio, Sue launched high-impact inclusion initiatives, scalable advancement frameworks and leadership accelerators.